Private Wealth Advisor

About Candour Capital

Candour Capital is a private wealth firm specialising in fixed-income investment strategies and solutions to help clients achieve their financial goals. We are a team of finance professionals with decades of private wealth management experience. Candour Capital is committed to providing exceptional client service and assisting individuals and businesses in navigating the complexities of the investment market.

About the Role

Due to rapid business growth and plans to increase our national footprint, we are seeking ambitious and skilled Private Wealth Advisers who are ready to contribute to the development of our existing investor network and expand their business with comprehensive support and seamless infrastructure.

It is essential that you have an existing client base that you are looking to transfer to a better home that aligns with your business model and client value.
We offer a competitive base salary with an attractive revenue share, ensuring that successful candidates are well-rewarded as part of our team.

Requirements for the Role

The ideal candidate will demonstrate the following:

• Proven track record of managing new and existing relationships with Wholesale Investors and High Net Worth (HNW) individuals.
• Demonstrable success in working with family offices, accountants, and capital-raising partners representing wealth and investment firms.
• Exceptional relationship management skills with the ability to build rapport with capital-raising partners and individuals.
• Outstanding communication, presentation, and interpersonal skills.
• A strong commitment and drive to deliver a highly personalised service to all potential and current investors.
• RG146 Compliant.
• In-depth knowledge of the financial advice process.
• Ability to work both independently and collaboratively as part of a cohesive team.
• Direct equities experience preferred but not essential.
• Solid understanding of compliance and regulatory frameworks.

What We Offer

• Middle office, back office, and administrative support.
• Access to major IPO and primary issuances.
• Marketing and social media personal profile building and management.
• Advanced marketing and meeting tools to automate processes, allowing advisers to focus on building client relationships.
• In-house investment committee.
• Opportunities for equity stakes in the business.

Responsibilities

• Expand and maintain a strong network of clients and partners, including referral providers and centres of influence.
• Build and maintain long-term relationships with clients, providing personalized wealth management solutions.

If you are an experienced Private Wealth Adviser with a solid client base and a passion for delivering exceptional financial advice, we would love to hear from you.